Looking for some design feedback! First time founders doing some product research for fintech platform (pitch included)

Hey everyone,

My name is Alex and along with my co-founder Matt are building a goal-based investment platform called Fulfilled Wealth. We're trying to open up the retail investment space and provide users with a map from where you are, to exactly where you want to be in life.

In order to to that, all you need to do is tell us exactly what goal you're trying to achieve, whether that be saving for the down-payment on a house, a dream vacation or your ideal retirement lifestyle, and we'll create a professionally customized portfolio using the global investable universe, from public & private equities to (eventually) Picassos.

This portfolio composition will dynamically re-balance over the lifespan of your goal to retain your comfort level of volatility and keep your goal achievement at a 95% confidence interval.

The best part? It's completely open architecture and allows you to control the fee structure embedded in your investments and get away from any type of destructive fee environment or lockup periods you'd find at a financial institution or competing wealth platform.

Now that the pitch is out of the way, what we're looking for here is some advise as some first time founders. Both myself and Matt feel very confident in our abilities from our domain specific environments to be able to deliver a great product, but what we need help with, is feedback on our design and UX choices.

We've created a short-ish survey (around 10 mins) with some quick questions about our onboarding process and relevant designs. If anyone would like to take some time and give us some honest feedback, it would be an absolutely massive help to us as we get started in this process!

Survey:
https://qualtricsxmpb7pbjbhd.qualtrics.com/jfe/form/SV_cXWuJGwYBocuDjg

Happy to answer any other questions or feedback on the idea as well,
Cheers!